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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
201
Golden State Wealth Management
California
$4.5K
ACA
202
Atlas Capital Advisors
Wyoming
$4.4K
CMA
203
Cedar Mountain Advisors
Oregon
$2.81K
RFA
204
Register Financial Advisors
Georgia
$1.2K
SIS
205
Sound Income Strategies
Florida
$1K +$1.08K +10 New
CPBTD
206
Central Pacific Bank - Trust Division
Hawaii
$900
EWP
207
Elevation Wealth Partners
California
$600
RCA
208
Runnymede Capital Advisors
Ohio
$300
WA
209
Win Advisors
Florida
-$3.88M -36,050 Closed
IWA
210
IBEX Wealth Advisors
New Jersey
-$892K -8,288 Closed
WP
211
WMS Partners
Maryland
-$767K -7,125 Closed
OMC
212
Old Mission Capital
Illinois
-$387K -3,596 Closed
OIA
213
OneDigital Investment Advisors
Kansas
-$306K -2,846 Closed
APA
214
Astoria Portfolio Advisors
New York
-$263K -2,416 Closed
TW
215
Transform Wealth
Colorado
-$253K -2,348 Closed
HF
216
HRT Financial
New York
-$228K -2,123 Closed
CFGS
217
Concourse Financial Group Securities
Alabama
-$233K -2,015 Closed
MCP
218
Mirador Capital Partners
California
-$215K -2,000 Closed
VCP
219
Vista Capital Partners
Oregon
-$215K -2,000 Closed
VWA
220
Visionary Wealth Advisors
Illinois
-$210K -1,950 Closed
TWM
221
Trueblood Wealth Management
Ohio
-$210K -1,948 Closed
SOS
222
Silver Oak Securities
Tennessee
-$128K -1,177 Closed
GM
223
GeoWealth Management
Illinois
-$40.6K -377 Closed
EW
224
Element Wealth
Mississippi
-$4.63K -43 Closed
CAL
225
Capital Analysts LLC
Pennsylvania
-$1K -12 Closed